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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,332 | $102,422-41.1% | $147,117-59.0% | $80,959-25.5% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.8pp |
| Annual return | 11.80% | 135.16%-123.4pp | 420.54%-408.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,783 | $3,717-52.0% | $4,932-63.9% | $2,757-35.3% |
| Participant deferral / active EE | $2,680 | $6,652-59.7% | $8,065-66.8% | $4,300-37.7% |
| Admin fee / account holder | $3,728 | $7,953-53.1% | $12,993-71.3% | $6,925-46.2% |